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Heritage Wealth Management, Inc.: MPC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc. on MPC, newest first. How the timeline and the estimate are built.

Heritage Wealth Management, Inc. held 7,219 MPC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,219 shares
    Change vs previous 13F -185 shares

    0.46% of the 13F portfolio, value $1,845,682.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,404 shares
    Change vs previous 13F -976 shares

    0.9% of the 13F portfolio, value $1,807,909.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,380 shares
    Change vs previous 13F -100 shares

    0.38% of the 13F portfolio, value $1,362,839.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,480 shares
    Change vs previous 13F -35 shares

    0.48% of the 13F portfolio, value $1,634,435.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,515 shares
    Change vs previous 13F -100 shares

    0.46% of the 13F portfolio, value $1,414,427.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,615 shares
    Change vs previous 13F -1,165 shares

    0.43% of the 13F portfolio, value $1,255,119.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,780 shares
    Change vs previous 13F -25 shares

    0.45% of the 13F portfolio, value $1,364,310.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 9,805 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,597,333.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).